PerformanceRiskValuationProfitabilityCashflowLiquidityESGRevenue & Geographic ExposureForecastFinancial GrowthIncome GrowthCashflow GrowthBalance Sheet Growth
Texas Instruments Incorporated (TXN)
205.980.01 (0.00%)
205.24 - 207.41
139.95 - 221.69
4.54M / 6.54M (Avg.)
37.59 | 5.48
Steady, sustainable growth is a hallmark of high-quality businesses. Value investors watch these metrics to confirm that the company's fundamental performance aligns with—or outpaces—its current market valuation.
17.46%
Revenue growth above 1.5x MCHP's 4.31%. David Dodd would confirm if the firm has a unique advantage driving sales higher.
25.99%
Gross profit growth above 1.5x MCHP's 4.50%. David Dodd would confirm if the company's business model is superior in terms of production costs or pricing.
51.31%
EBIT growth 1.25-1.5x MCHP's 41.03%. Bruce Berkowitz would verify if strategic initiatives are driving this edge.
54.85%
Operating income growth 1.25-1.5x MCHP's 41.03%. Bruce Berkowitz would see if strategic measures (e.g., cost cutting, product mix) are succeeding.
29.41%
Net income growth at 75-90% of MCHP's 37.49%. Bill Ackman would press for improvements to catch or surpass competitor performance.
31.25%
EPS growth at 75-90% of MCHP's 36.24%. Bill Ackman would push for improved profitability or share repurchases to catch up.
25.00%
Diluted EPS growth at 50-75% of MCHP's 49.70%. Martin Whitman would question if share issuance or modest net income gains hamper progress.
0.26%
Slight or no buybacks while MCHP is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.
0.57%
Slight or no buyback while MCHP is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.
2.76%
Dividend growth of 2.76% while MCHP is flat. Bruce Berkowitz would see if this can become a bigger advantage long term.
42.40%
OCF growth above 1.5x MCHP's 4.29%. David Dodd would confirm a clear edge in underlying cash generation.
260.00%
FCF growth above 1.5x MCHP's 6.60%. David Dodd would verify if the firm’s strategic investments yield superior returns.
18.29%
10Y revenue/share CAGR under 50% of MCHP's 153.94%. Michael Burry would suspect a lasting competitive disadvantage.
-12.42%
Negative 5Y CAGR while MCHP stands at 153.94%. Joel Greenblatt would push for a turnaround plan or reevaluation of the company’s product line.
-5.56%
Negative 3Y CAGR while MCHP stands at 62.64%. Joel Greenblatt would look for missteps or fading competitiveness that hurt sales.
No Data
No Data available this quarter, please select a different quarter.
-2.54%
Negative 5Y OCF/share CAGR while MCHP is at 113.98%. Joel Greenblatt would question the firm’s operational model or cost structure.
77.15%
3Y OCF/share CAGR above 1.5x MCHP's 35.89%. David Dodd would confirm if the firm is quickly gaining an operational edge over the competitor.
150.39%
Net income/share CAGR at 50-75% of MCHP's 283.30%. Martin Whitman might question if the firm’s product or cost base lags behind.
64.61%
Below 50% of MCHP's 283.30%. Michael Burry would worry about a substantial lag vs. the competitor’s profit ramp-up.
310.75%
3Y net income/share CAGR above 1.5x MCHP's 53.32%. David Dodd would confirm the company’s short-term strategies outmatch the competitor significantly.
No Data
No Data available this quarter, please select a different quarter.
130.52%
Below 50% of MCHP's 450.16%. Michael Burry sees a substantially weaker mid-term book value expansion strategy in place.
48.58%
Below 50% of MCHP's 102.78%. Michael Burry suspects a serious short-term disadvantage in building book value.
88.55%
Dividend/share CAGR of 88.55% while MCHP is zero. Bruce Berkowitz sees a slight advantage in stepping up payouts steadily.
83.56%
Dividend/share CAGR of 83.56% while MCHP is zero. Bruce Berkowitz sees a minor advantage in stepping up distributions, even modestly.
-0.18%
Negative near-term dividend growth while MCHP invests at 0.00%. Joel Greenblatt sees a weaker short-term distribution policy unless justified by strategic spending.
18.90%
AR growth well above MCHP's 10.23%. Michael Burry fears inflated revenue or higher default risk in the near future.
7.49%
Inventory growth well above MCHP's 2.93%. Michael Burry suspects overshooting production or weaker sell-through vs. the competitor.
-0.61%
Negative asset growth while MCHP invests at 1.99%. Joel Greenblatt checks if the competitor might capture more market share unless our returns remain higher.
0.37%
Under 50% of MCHP's 8.86%. Michael Burry raises concerns about the firm’s ability to build intrinsic value relative to its rival.
-2.08%
Both reduce debt yoy. Martin Whitman sees a broader sector shift to safer balance sheets or less growth impetus.
17.36%
R&D growth drastically higher vs. MCHP's 3.48%. Michael Burry fears near-term margin erosion unless breakthroughs are imminent.
4.02%
SG&A growth well above MCHP's 1.14%. Michael Burry sees potential margin erosion unless it translates into higher sales or brand equity.